Cordasco Financial Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cordasco Financial Network’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-208	Closed	-$11K	–	533
2020 Q2	$11K	Hold	208	–	–	0.01%	272
2020 Q1	$9K	Hold	208	–	–	0.01%	264
2019 Q4	$10K	Hold	208	–	–	0.01%	278
2019 Q3	$9K	Hold	208	–	–	0.01%	299
2019 Q2	$9K	Hold	208	–	–	0.01%	294
2019 Q1	$9K	Hold	208	–	–	0.01%	316
2018 Q4	$8K	Hold	208	–	–	0.01%	263
2018 Q3	$9K	Hold	208	–	–	0.01%	245
2018 Q2	$8K	Buy	+208	New	+$8.36K	0.01%	258
2015 Q2	–	Sell	-752	Closed	-$21K	–	296
2015 Q1	$21K	Hold	752	–	–	0.02%	204
2014 Q4	$21K	Hold	752	–	–	0.02%	202
2014 Q3	$20K	Buy	+752	New	+$20K	0.02%	209

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Cordasco Financial Network's IVW Position: Q3 2020 in Review

Cordasco Financial Network sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2020, closing a stake of 208 shares — an estimated $11K sold.

Cordasco Financial Network first reported a position in IVW in Q3 2014 and held it in 12 quarters. The position peaked at $21K in Q1 2015. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Cordasco Financial Network reported no remaining iShares S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
Cordasco Financial Network sold 208 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $11K.
Cordasco Financial Network first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and held it in 12 quarters.
Cordasco Financial Network's iShares S&P 500 Growth ETF position peaked at $21K in Q1 2015.
1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Cordasco Financial Network's 13F filing for Q3 2020, filed 13 Oct 2020.